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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,072 | $109,411-89.9% | $89,435-87.6% | $158,982-93.0% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.3pp | 82.0%+1.4pp |
| Annual return | 9.51% | 345.68%-336.2pp | 245.55%-236.0pp | 302.99%-293.5pp |
| Employer contribution / active EE | $661 | $3,173-79.2% | $2,587-74.4% | $4,763-86.1% |
| Participant deferral / active EE | $712 | $4,600-84.5% | $3,890-81.7% | $5,983-88.1% |
| Admin fee / account holder | $99 | $6,159-98.4% | $4,884-98.0% | $11,252-99.1% |